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Coterie Insurance over 1 year ago
location: remoteus
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Sales Support Specialist – Part Time

REMOTE

What will our Sales Support Specialist do?

Time is a precious resource. It’s the resource we at Coterie have built our business model on. By bringing speed, simplicity, and service to our Small Business Partners and the brokers who serve them we’re reducing time spent on commercial insurance to just minutes through our tech platform. But that means we need to look to augment our distribution team as well. Frankly, we’re growing fast, and there aren’t enough hours in the day, which is why we’re hiring a Part Time Sales Support Specialist (100% Remote!) to support our entire distribution team.

Part time hours will be 29 hours per week Monday-Friday with flexibility of working hours.

As a Sales Support Specialist, you will help optimize and augment the capabilities of our distribution team by providing support across a variety of business functions. As such, this role will require a tactically minded inidual who can follow guidelines, work with precision and make decisions necessary to ensure our partners are getting superior service. Some of the work expected is as follows.

  • Help to construct and distribute monthly reports for our partners
  • Help to manage team meeting agendas, mail, email, calls, travel arrangements, client management, and other company logistics
  • Help to support the sales and onboarding processes of our new and existing partnerships
  • Maintain professionalism and strict confidentiality with all materials
  • Track and follow up appropriately on all pending action items (close open loops)
  • Coordinate and prepare correspondence, reports, presentation materials and other written communications
  • Comfortable working through ambiguity and digging in with the ability to research projects and gather the necessary data to share

Superpowers we are looking for!

  • Must be available to work 30 hours per week (hours will not exceed 30 hours per week)
  • 3+ years (minimum) experience in an administrative role
  • Superb written and verbal communication skills
  • Strong time-management skills and the ability to organize and coordinate multiple projects at once
  • Proficiency in Microsoft Office and other office productivity tools, with the aptitude to learn new software and systems.
  • Ability to take complex information and deliver concisely to a variety of audiences
  • Flexible team player with the grit to do what it takes to get the job done; adaptable and enjoys a challenge

Extras that are awesome but not required!

  • Insurance industry experience working with independent agents
  • Experience working in a startup